JWA
JFS Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Sell |
31,722
-424
| -1% | -$41.5K | 0.2% | 73 |
|
|
2025
Q1 | $2.82M | Sell |
32,146
-2,816
| -8% | -$247K | 0.19% | 72 |
|
|
2024
Q4 | $3.16M | Hold |
34,962
| – | – | 0.22% | 67 |
|
|
2024
Q3 | $2.82M | Buy |
34,962
+21,238
| +155% | +$1.71M | 0.19% | 76 |
|
|
2024
Q2 | $929K | Sell |
13,724
-328
| -2% | -$22.2K | 0.07% | 115 |
|
|
2024
Q1 | $846K | Buy |
14,052
+9,467
| +206% | +$570K | 0.07% | 125 |
|
|
2023
Q4 | $723K | Sell |
4,585
-159
| -3% | -$25.1K | 0.06% | 125 |
|
|
2023
Q3 | $759K | Sell |
4,744
-10
| -0.2% | -$1.6K | 0.07% | 124 |
|
|
2023
Q2 | $747K | Sell |
4,754
-118
| -2% | -$18.5K | 0.07% | 126 |
|
|
2023
Q1 | $718K | Sell |
4,872
-93
| -2% | -$13.7K | 0.07% | 130 |
|
|
2022
Q4 | $704K | Buy |
4,965
+89
| +2% | +$12.6K | 0.07% | 133 |
|
|
2022
Q3 | $632K | Buy |
4,876
+322
| +7% | +$41.7K | 0.07% | 133 |
|
|
2022
Q2 | $554K | Sell |
4,554
-69
| -1% | -$8.39K | 0.06% | 138 |
|
|
2022
Q1 | $689K | Sell |
4,623
-149
| -3% | -$22.2K | 0.07% | 138 |
|
|
2021
Q4 | $690K | Buy |
4,772
+567
| +13% | +$82K | 0.07% | 138 |
|
|
2021
Q3 | $586K | Buy |
4,205
+503
| +14% | +$70.1K | 0.06% | 141 |
|
|
2021
Q2 | $522K | Hold |
3,702
| – | – | 0.08% | 116 |
|
|
2021
Q1 | $503K | Sell |
3,702
-101
| -3% | -$13.7K | 0.1% | 100 |
|
|
2020
Q4 | $548K | Sell |
3,803
-20
| -0.5% | -$2.88K | 0.12% | 90 |
|
|
2020
Q3 | $535K | Sell |
3,823
-580
| -13% | -$81.2K | 0.13% | 89 |
|
|
2020
Q2 | $527K | Hold |
4,403
| – | – | 0.14% | 90 |
|
|
2020
Q1 | $500K | Sell |
4,403
-5,010
| -53% | -$569K | 0.15% | 82 |
|
|
2019
Q4 | $1.12M | Buy |
9,413
+46
| +0.5% | +$5.47K | 0.28% | 69 |
|
|
2019
Q3 | $1.11M | Sell |
9,367
-168
| -2% | -$19.9K | 0.28% | 69 |
|
|
2019
Q2 | $1.05M | Hold |
9,535
| – | – | 0.27% | 69 |
|
|
2019
Q1 | $930K | Sell |
9,535
-100
| -1% | -$9.75K | 0.24% | 73 |
|
|
2018
Q4 | $897K | Sell |
9,635
-1,105
| -10% | -$103K | 0.24% | 71 |
|
|
2018
Q3 | $1.01M | Buy |
10,740
+1
| +0% | +$94 | 0.26% | 64 |
|
|
2018
Q2 | $920K | Buy |
10,739
+366
| +4% | +$31.4K | 0.24% | 65 |
|
|
2018
Q1 | $923K | Sell |
10,373
-293
| -3% | -$26.1K | 0.24% | 66 |
|
|
2017
Q4 | $1.05M | Buy |
10,666
+205
| +2% | +$20.2K | 0.26% | 65 |
|
|
2017
Q3 | $817K | Sell |
10,461
-145
| -1% | -$11.3K | 0.21% | 68 |
|
|
2017
Q2 | $803K | Sell |
10,606
-1,896
| -15% | -$144K | 0.22% | 66 |
|
|
2017
Q1 | $864K | Hold |
12,502
| – | – | 0.23% | 73 |
|
|
2016
Q4 | $864K | Sell |
12,502
-2,029
| -14% | -$140K | 0.23% | 73 |
|
|
2016
Q3 | $1.05M | Sell |
14,531
-2,167
| -13% | -$156K | 0.3% | 66 |
|
|
2016
Q2 | $1.22M | Buy |
16,698
+3,941
| +31% | +$288K | 0.34% | 63 |
|
|
2016
Q1 | $874K | Sell |
12,757
-261
| -2% | -$17.9K | 0.26% | 65 |
|
|
2015
Q4 | $798K | Buy |
13,018
+7,879
| +153% | +$483K | 0.23% | 71 |
|
|
2015
Q3 | $333K | Buy |
+5,139
| New | +$333K | 0.15% | 78 |
|
|
2014
Q2 | – | Sell |
-10,641
| Closed | -$813K | – | 491 |
|
|
2014
Q1 | $813K | Sell |
10,641
-2,206
| -17% | -$169K | 0.45% | 40 |
|
|
2013
Q4 | $1.01M | Buy |
12,847
+948
| +8% | +$74.6K | 0.44% | 40 |
|
|
2013
Q3 | $880K | Buy |
11,899
+848
| +8% | +$62.7K | 0.41% | 45 |
|
|
2013
Q2 | $823K | Buy |
+11,051
| New | +$823K | 0.41% | 45 |
|